The Next VISION: The Only Asian SMID-Cap Tech-Focused Fund To Discover & Invest in Innovators of Tomorrow, Today

H.E.R.O. Innovators Tech Fund is the only Asian SMID-cap tech-focused fund in the industry. H.E.R.O. stands for “Honorable. Exponential. Resilient. Organization.” and is operationalized into a unique, systematic 4-step investment process to identify the winners.

The investment objective seeks to capture long-term investment returns created by disruptive forces and innovation by focusing on high-quality listed equities in the Asia-Pacific region that ride on and benefit from them.

Through our cross-sector and in-depth fundamental research process, the Fund aim to provide access to companies whom we believe are run by high-integrity, honorable and far-sighted owner-operators with a higher sense of purpose in solving High-Value Problems for their target customers and society, and have unique, scalable and wide-moat business models with sustainable competitive advantages and innovative products, services, and processes to create, expand and service their total addressable market, including the resiliency and balance sheet strength to maintain or grow profitability, pricing power and market positions through up/downturns in the economy.

1_UrG9e3Ru2M2ZqFMfTUrJdQ
Image 006

INNOVATIVE ASIAN EMERGING SMID-CAP COMPANIES (LISTED EQUITIES)

Potential to double in 3-5 years; 10X compounders in 10 years.

Learn More

GUIDED BY PROPRIETARY H.E.R.O. INVESTMENT STRATEGY & 4-STEP INVESTMENT PROCESS

H.E.R.O., which stands for “Honorable. Exponential. Resilient. Organization.”,  is operationalized into a unique, systematic 4-step investment process to identify the winners.

Learn More

STRUCTURAL MISPRICING OPPORTUNITY IN SMID-CAP

Under-researched, undiscovered, overlooked and underappreciated.

Intrinsic outperformance not linked to economic conditions, thus offering investors potential de-correlated returns.

Learn More

SCALABLE IN FUND CAPACITY AT US$400M to US$1B

High conviction portfolio in listed investments: 5 to 20% equity stake in 30 to 50 SMID-cap compounders in Asia.

Learn More

ELIMINATE FEAR FACTOR OF PREVALENT ASIAN-STYLE ACCOUNTING FRAUD & MISGOVERNANCE RISKS

Portfolio manager KB Kee has developed a proprietary forward-looking fact-based accounting fraud detection system and was invited to present to Singapore’s top financial regulator MAS.

Learn More

Performance of Backtested Model Portfolio

H.E.R.O. Investment Framework & Process to Identify the Winners

How to Know If We are Right for Each Other? 

You are an intelligent high net-worth investor, business owner, family office, institutional investor, allocator, or financial advisor who want to:

Learn
Crowd
Next Big Thing
HVP
  • You want to learn and be well-informed about disruptive forces and innovation, new technologies and new business models coming up, and the companies that ride on and benefit from them in some of the most promising areas of the economy, and feel more confident in your knowledge in how these innovators are indispensable in the well-being of your daily life.
  • Yet, you do not wish to follow the crowd like everyone else to herd in the popular mega-cap tech stocks.
  • And you definitely do not want to fall for the Next-Big-Thing trap by investing in fads, me-too imitators, cash-burning tech companies, or even in seemingly cutting-edge technologies without the ability to monetize and generate recurring revenue with a sustainable and scalable business model, and you want to know how to distinguish between the true innovators and the swarming imitators.
  • You want to be proud of the entrepreneurs and owner-operators running the companies, that they are honorable, high-integrity, far-sighted, and have a higher sense of purpose in solving High-Value Problems for their target customers and society, and have unique, scalable and wide-moat business models with sustainable competitive advantages and innovative products, services, and processes to grow profitably through up/downturns in the economy, as opposed to imagining a certain tech category and then finding someone in that category.

About KB

KB is an internationally featured investor rooted in the principles of value investing for over a decade as a fund manager and analyst in the Asian capital markets who started his career at a boutique hedge fund in Singapore where he was with the firm since 2002 and was also part of the core investment committee in significantly outperforming the index in the 10-year-plus-old flagship Asian fund. He was also the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. Prior to setting up the H.E.R.O. Innovators Fund, KB was the Portfolio Manager/Chief Investment Officer & CEO of a Singapore Registered Fund Management Company (RFMC) where he is responsible for listed Asian equity investment.

KB was also the Managing Editor of the Moat Report Asia, a research service focused exclusively on highlighting undervalued wide-moat businesses in Asia. Subscribers to the Moat Report Asia from North America, Europe, the Oceania and Asia include professional value investors with over $20 billion in asset under management in equities, some of the world’s biggest secretive global hedge fund giants, hidden billionaires and savvy private individual investors who are lifelong learners in the art of value investing.

KB had taught accounting at the Singapore Management University (SMU) as a faculty member and also pioneered the 15-week course on Detecting Accounting Fraud in Asia as an official module at the SMU. KB remains grateful to be invited by Singapore’s financial regulator Monetary Authority of Singapore (MAS) to present to their top management team about implementing a world’s first fact-based forward-looking fraud detection framework to bring about benefits for the capital markets in Singapore and for the public and investment community.

Featured On:

SumZero
ST
MOI
BT
Wide Moat Summit
TODAY
Asian Investing Summit
JakartaPost
TEDx
Investopedia-2017